Mackay Financial Planning, LLC

Mackay Financial Planning, LLC (CRD# 169583) is a financial advisory firm headquartered in Springfield, MO. They manage $99,863,868 in 141 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2142 W. Chesterfield Blvd, E201, Springfield, MO 65807
http://mackayfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $708,254
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, MO, TX

Financial Advisors at Mackay Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Mackay, financial advisor Springfield MO
James L. Mackay
CRD#: 4425867
Springfield, MO

James Mackay (CRD# 4425867) is an Investment Advisor Representative working at Mackay Financial Planning, LLC in Springfield, MO and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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